Institutional Ownership Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,828,594
shares
|
$178 Million
0.02% of portfolio
|
Q1 2025
Added 6.62%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
1,214,194
shares
|
$76.5 Million
0.23% of portfolio
|
Q1 2025
Added 6.94%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,127,528
shares
|
$71 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
898,800
shares
|
$56.6 Million
8.1% of portfolio
|
Q1 2025
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
895,119
shares
|
$56.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.14%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
879,976
shares
|
$55.4 Million
3.68% of portfolio
|
Q1 2025
New holding
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
874,224
shares
|
$55 Million
0.79% of portfolio
|
Q1 2025
Added 8.51%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
838,080
shares
|
$52.8 Million
0.02% of portfolio
|
Q1 2025
Added 28.89%
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
676,976
shares
|
$42.6 Million
0.85% of portfolio
|
Q1 2025
Added 4.95%
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
588,432
shares
|
$37.1 Million
1.4% of portfolio
|
Q1 2025
Added 2.09%
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
569,342
shares
|
$35.9 Million
1.2% of portfolio
|
Q1 2025
Added 5.84%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
536,797
shares
|
$33.8 Million
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,904
shares
|
$21 Million
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
270,070
shares
|
$17 Million
8.03% of portfolio
|
Q1 2025
Reduced 22.42%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
250,082
shares
|
$15.7 Million
0.06% of portfolio
|
Q1 2025
Added 6.04%
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
243,116
shares
|
$15.3 Million
0.01% of portfolio
|
Q1 2025
Added 1.24%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
234,920
shares
|
$14.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.05%
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
226,957
shares
|
$14.3 Million
0.5% of portfolio
|
Q1 2025
Reduced 17.6%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
210,123
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.6%
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
206,427
shares
|
$13 Million
4.42% of portfolio
|
Q3 2024
Added 1.91%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
179,590
shares
|
$11.3 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
178,253
shares
|
$11.2 Million
6.01% of portfolio
|
Q1 2025
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
170,826
shares
|
$10.8 Million
0.02% of portfolio
|
Q1 2025
Added 6.61%
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
162,384
shares
|
$10.2 Million
7.26% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
157,853
shares
|
$9.94 Million
0.0% of portfolio
|
Q1 2025
Added 22.28%
|